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Kennedy Investment Group’s Altria Group MO Stock Holding History

Kennedy Investment Group’s Portfolio MO Stock Details MO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$872K Buy
12,116
+18
+0.1% +$1.26K 0.3% 77
2026
Q1 		$798K Sell
12,098
-206
-2% -$13.3K 0.31% 76
2025
Q4 		$709K Buy
12,304
+19
+0.2% +$1.15K 0.27% 82
2025
Q3 		$812K Buy
12,285
+20
+0.2% +$1.27K 0.32% 68
2025
Q2 		$719K Buy
12,265
+20
+0.2% +$1.18K 0.31% 74
2025
Q1 		$735K Buy
12,245
+22
+0.2% +$1.2K 0.34% 74
2024
Q4 		$639K Buy
+12,223
New +$651K 0.29% 78
2023
Q4 		– Sell
-5,011
Closed -$211K – 125
2023
Q3 		$211K Buy
5,011
+8
+0.2% +$353 0.13% 110
2023
Q2 		$227K Buy
5,003
+49
+1% +$2.22K 0.13% 105
2023
Q1 		$221K Sell
4,954
-481
-9% -$22.1K 0.14% 107
2022
Q4 		$248K Buy
+5,435
New +$246K 0.16% 101

Other funds holding MO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Kennedy Investment Group's MO Position: Q2 2026 in Review

Kennedy Investment Group increased its Altria Group (MO) stake by 0.15% in Q2 2026, buying an estimated $1.26K and bringing the position to 12,116 shares worth $872K. The position accounts for 0.3% of the portfolio, ranked #77.

Kennedy Investment Group first reported a position in MO in Q4 2022 and has held it in 11 quarters since. 2,562 funds tracked by Wall St. Rank hold MO as of Q2 2026.

  • Kennedy Investment Group held 12,116 shares of Altria Group worth $872K as of Q2 2026.
  • Kennedy Investment Group bought 18 Altria Group shares in Q2 2026, an estimated $1.26K.
  • Altria Group made up 0.3% of Kennedy Investment Group's portfolio in Q2 2026, its #77 holding.
  • Kennedy Investment Group first reported a position in Altria Group in Q4 2022 and has held it in 11 quarters since.
  • 2,562 funds tracked by Wall St. Rank held Altria Group as of Q2 2026.

Based on Kennedy Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.